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Goldman Sachs BDC
GSBD

Overview Fund Activity

234 hedge funds and large institutions have $402M invested in Goldman Sachs BDC in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
234
Holders Change
+32
Holders Change %
+15.84%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
55
Increased
78
Reduced
56
Closed
18
Calls
$219K
Puts
$1.2M
Net Calls
-$977K
Net Calls Change
-$1.92M

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11M
2
UBS Group
2
UBS Group
Switzerland
$6.48M
3
TI
3
Trexquant Investment
Connecticut
$4.23M
4
FNT
4
First National Trust
Pennsylvania
$2.68M
5
JFG
5
Jefferies Financial Group
New York
$1.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.22M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$876K
4
IAIM
4
International Assets Investment Management
Florida
$239K
5
PWP
5
Pursue Wealth Partners
California
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
$690K 57,002 – –
Millennium Management
77
Millennium Management
New York
$681K 56,311 +56,311 New
CA
78
Cornerstone Advisory
Maryland
$681K 52,520 +52,520 New
PI
79
PFG Investments
New York
$669K 55,250 +15,610 +39%
MML Investors Services
80
MML Investors Services
Massachusetts
$663K 54,784 +6,227 +13%
FA
81
Financial Alternatives
California
$646K 53,427 -1,358 -2%
TC
82
TownSquare Capital
Utah
$638K 52,755 +8,927 +20%
CC
83
CF Capital
Massachusetts
$590K 48,795 +48,795 New
AWM
84
Axxcess Wealth Management
California
$572K 47,245 – –
HF
85
HRT Financial
New York
$552K 45,701 +45,701 New
RWA
86
Redhawk Wealth Advisors
Minnesota
$532K 43,960 +4,860 +12%
TI
87
TrueMark Investments
Illinois
$518K 42,771 -45,053 -51%
STA
88
Summit Trail Advisors
New York
$514K 40,924 – –
PAG
89
Private Advisor Group
New Jersey
$505K 41,702 -6,892 -14%
MLIC
90
Mandatum Life Insurance Company
Finland
$504K 41,675 +1,327 +3%
HWP
91
Hibernia Wealth Partners
Louisiana
$490K 40,522 -31,182 -43%
BWP
92
Baldwin Wealth Partners
Massachusetts
$486K 40,153 – –
YIH
93
Y-Intercept (HK)
Hong Kong
$485K 40,104 -62,930 -61%
WSFS
94
Wilmington Savings Fund Society
Delaware
$484K 40,000 -40,000 -50%
Mariner
95
Mariner
Kansas
$482K 39,830 -1,500 -4%
HWM
96
HB Wealth Management
Georgia
$459K 37,972 -140,260 -79%
SCA
97
Snowden Capital Advisors
New York
$459K 36,602 +2,147 +6%
FFA
98
Founders Financial Alliance
North Carolina
$454K 37,495 +1,104 +3%
WA
99
Whipplewood Advisors
Colorado
$450K 37,227 +37,227 New
SC
100
Savant Capital
Illinois
$448K 37,057 -36,899 -50%
2 3
4
5 6